Power BI / Version 0.17.0
Profit & Loss
A Power BI profit and loss statement with hierarchy, scenario comparisons, calculated lines and in-column charts.
.pbiviz · 300 KB · Ready to import
What it is for
Read the statement and its variances together. Compare Actual with Budget, Forecast or Prior Year, then show the margins and movements that need explaining.
- Expandable statement hierarchy with ordered lines and named scenario columns.
- Amount and percentage variances, margins, per-unit figures and calculated lines.
- Column charts, line formatting, presentation mode and Excel download where Power BI permits it.
Connect your fields
Start with the example report to see the bindings in context. For your own model, use these core fields.
| Visual field | What to bind |
|---|---|
| Lines | Your hierarchy, highest level first. |
| Values | Actual first; optional additional measures follow. |
| Budget / Forecast / Prior Year | The corresponding comparison measures; each is optional. |
| Line order | Your ordering column, aggregated as Minimum. |
Before you build
Expenses must be stored as negative amounts. Subtotals sum the signed figures. Percentage variance reads n/m when the comparator is zero or the two figures are on opposite sides of zero.
Your report data
The visual does not send your report data to Consilium. Power BI controls your report storage, access and sharing. These packages do not request web access.
This visual requests optional file-export permission for its Excel download. Power BI policy and your confirmation control whether that download is allowed.
The working example
Start with the finance pack.
Download the example Power BI report, open it in Power BI Desktop and inspect how the visuals are set up. Use the field mappings and formatting as a guide for your own report.
The .pbix file is a report to open. The .pbiviz files above are visuals to import into a report. No Consilium account is needed.
1.8 MB · Power BI Desktop
Direct report downloadFile checksum
SHA-256
8c9df3287544fc6a473403906917dbb0bcd6eaa2046acf891de0b2c3a84dc3d4Getting started
Import once. Build your report.
Download a visual
Save its .pbiviz file. Keep that file format; it is the Power BI visual installer.
Import it in Power BI Desktop
Open your report. In the Visualizations pane, choose the three-dot menu, then Import a visual from a file. Select the .pbiviz file.
Add it and map your fields
Select the new visual in the gallery. Bind your measures and hierarchy using the guide on its product page, or inspect the example report first.
These are uncertified custom visuals. Your organisation may restrict their use. Check your Power BI policy before importing. Native PDF, PowerPoint and subscription output has restrictions for uncertified visuals; check your intended export workflow.
Microsoft guidance, checked 3 October 2026: importing a visual · organisational controls · certification and export support.
Updating a visual? Save, close and reopen the report after importing the replacement. Send feedback if you encounter a problem.